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Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
1801
Bailard
California
$449K
BIG
1802
Brookwood Investment Group
Arizona
$447K -$14.7K -81 -3%
VFP
1803
Verus Financial Partners
Virginia
$445K -$181 -1 -0%
FPF
1804
First Pacific Financial
Washington
$445K +$147K +810 +51%
IIC
1805
Ironwood Investment Counsel
Arizona
$445K +$362 +2 +0.1%
SFG
1806
Synergy Financial Group
California
$444K +$19.7K +109 +5%
DFC
1807
DB Fitzpatrick & Co
Idaho
$443K +$33.5K +185 +8%
JWS
1808
Juncture Wealth Strategies
Arizona
$443K -$96.5K -533 -18%
RPCONE
1809
Retirement Planning Company of New England
Rhode Island
$443K +$68.4K +378 +19%
SAM
1810
Summit Asset Management
Tennessee
$439K -$19.9K -110 -4%
FIM
1811
FWL Investment Management
Texas
$438K -$7.24K -40 -2%
AWM
1812
Austin Wealth Management
Texas
$437K -$362 -2 -0.1%
ORC
1813
O'Rourke & Company
Massachusetts
$434K -$27.3K -151 -6%
CFG
1814
Cornerstone Financial Group
Nebraska
$433K +$1.27K +7 +0.3%
ASBI
1815
American State Bank (Iowa)
Iowa
$432K +$1.09K +6 +0.3%
PFA
1816
Petra Financial Advisors
Colorado
$432K +$23K +127 +6%
MW
1817
Members Wealth
Pennsylvania
$430K +$417K +2,303 New
SW
1818
Solidarity Wealth
Utah
$430K
SWM
1819
Sterling Wealth Management
Illinois
$428K +$70.4K +389 +20%
EPW
1820
Endeavor Private Wealth
Kansas
$424K +$410K +2,263 New
IWP
1821
Innova Wealth Partners
Pennsylvania
$423K
PWA
1822
PCG Wealth Advisors
Kansas
$423K +$173K +955 +73%
PPC
1823
Pennington Partners & Co
Maryland
$422K +$188K +1,041 +86%
HWM
1824
Horizon Wealth Management
Illinois
$421K
TWG
1825
The Wealth Group
Minnesota
$421K +$2.35K +13 +0.6%